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Invesco Municipal Opportunity Trust
VMO

71 hedge funds and large institutions have $66.2M invested in Invesco Municipal Opportunity Trust in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

8% more funds holding

Funds holding: 66 → 71 (+5)

1% more capital invested

Capital invested by funds: $65.7M → $66.2M (+$532K)

0.05% more ownership

Funds ownership: 7.53% → 7.58% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
21
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$1.18M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$286K
3
SPC
Sigma Planning Corp
Michigan
+$246K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$244K
5
Millennium Management
Millennium Management
New York
+$227K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.27M
2
LPL Financial
LPL Financial
California
-$1.06M
3
LCM
Laurion Capital Management
New York
-$427K
4
Morgan Stanley
Morgan Stanley
New York
-$349K
5
SIA
Sit Investment Associates
Minnesota
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$156K -$6.69K -507 -4%
HIIFS
52
Harel Insurance Investments & Financial Services
Israel
$151K – – –
GWM
53
Geneos Wealth Management
Colorado
$149K – – –
BCP
54
Berkeley Capital Partners
Georgia
$145K – – –
VF
55
Virtu Financial
New York
$133K +$135K +10,246 New
SG
56
Strid Group
Pennsylvania
$130K – – –
SMG
57
Spectrum Management Group
Indiana
$110K – – –
Bessemer Group
58
Bessemer Group
New Jersey
$99K +$101K +7,640 New
US Bancorp
59
US Bancorp
Minnesota
$89K +$19.8K +1,500 +28%
PFBT
60
Parkside Financial Bank & Trust
Missouri
$77K – – –
MA
61
MUFG Americas
New York
$52K +$53K +4,017 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$51K – – –
FMII
63
Farmers & Merchants Investments Inc
Nebraska
$46K – – –
JP Morgan Chase
64
JP Morgan Chase
New York
$40K – – –
FIB
65
First Interstate Bank
Montana
$38K – – –
CFA
66
Carroll Financial Associates
North Carolina
$23K – – –
ZB
67
Zions Bancorporation
Utah
$23K – – –
EFSCE
68
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
AF
69
Allworth Financial
California
$13K – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$13K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
Northern Trust
72
Northern Trust
Illinois
$6K -$287K -21,706 -33%
EWM
73
Endurance Wealth Management
Rhode Island
$3K – – –
LCM
74
Laurion Capital Management
New York
– -$427K -32,620 Closed
TSS
75
Two Sigma Securities
New York
– -$220K -16,774 Closed
1 2
3
4

VMO Hedge Fund Activity: Q3 2017 in Review

71 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2017, worth a combined $66.2M — up 0.81% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VMO positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $1.18M. The largest seller was UBS Group, cutting an estimated $1.27M.

  • 71 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2017, up from 66 in Q2 2017.
  • Funds reported $66.2M of Invesco Municipal Opportunity Trust stock for Q3 2017, up 0.81% quarter-over-quarter.
  • 9 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2017 and 4 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q3 2017 was Robinson Capital Management, an estimated $1.18M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q3 2017 was UBS Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2017.